GET CONTRACTED

ELECTRONIC CONTRACTING

On-Line Contracting by SureLC
The benefit to on-line contracting with MRW Financial is that it speeds up the contracting process and improves accuracy of the information as well as enabling MRW Financial to retain your data for future contracts. To begin electronically, click here [SureLC]. To complete paper forms, click here to download a contracting packet from MRW Financial. Please include your phone number and who referred you to MRW Financial in the email request. Thanks!

SureLC is a single repository that manages all aspects of your licensing & contracting needs by integrating with the National Insurance Producer Registry (NIPR). It provides you up-to-date licensing statuses for each state license you maintain, as well as up to date contracting status with your carrier partners.

E & O

Independent Insurance Policy. (The password is NAILBA05.) If you are a solicitor and are covered under your agency’s E&O, you will need to include a copy of the Dec Page and a letter on company letterhead signed by your principal indicating you are covered under that plan. If you have questions about this, let us know.

AML TRAINING

Generally, carriers require Anti-Money Laundering training through the LIMRA AML Training Platform.  This system is supported by LIMRA and we are providing a link as a courtesy for our producers.

Listed below is a summary of Carrier AML training requirements. These training requirements are SUBJECT TO CHANGE and are requirements of the Carrier, not MRW Financial, so we recommend contacting the carriers with specific questions about the training.  Also, as a general rule, carriers will accept proof of AML training course completion from the LIMRA platform or other carrier training platforms.

• American General
• Lincoln National
• Protective
• Symetra
• Transamerica

PRE-APPOINTMENT STATES

Every state has their own guidelines when determining when an agent can solicit business. It is very important that you verify the time frame you have when you date an application if you are not appointed with the carrier. When submitting appointment paperwork and new business, it is crucial that MRW Financial get all contracting requirements in a timely manner. Below we have listed the information we have from some of our carriers to help. If you have any questions, please let us know.

Click here for our State Pre-Appointment Grid

Carrier Guidelines:

• American General
• Lincoln National
• North American
• Prudential
• Transamerica

AGENT CHANGES

Each carrier processes changes differently.We have complied the information you need to update your business and/or home address and your commission direct deposit information. It is YOUR responsibility to communicate to each state in which you hold a license your current business, mailing and home addresses. Our automated contracting system will NOT allow MRW to update your contact information. Your information is pulled directly from the state databases and we cannot make those changes.

To change your address, please CLICK HERE.

To change your direct deposit information, please CLICK HERE.